David Kapchinske is a financial advisor with The Strategic Financial Alliance, Inc. in Acworth, GA, holding Series 63 and Series 66 designations and having 34 years of industry experience. He has been with The Strategic Financial Alliance since 2003. Outside of his advisory role, he operates KAP Financial Solutions and is involved in fixed insurance sales through various carriers. The Strategic Financial Alliance provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, and a subscription-style wealth planning service. The firm uses both in-house portfolio management and third-party manager platforms, serving a broad client base including high-net-worth individuals.

John Dunn is a CFP® with 32 years of industry experience, currently serving at The Strategic Financial Alliance, Inc. since 2003. He holds Series 63 and Series 65 licenses and is based in Woodstock, GA. Outside of his advisory role, Dunn is a board member of Procom Sales, Inc., a data transfer sales company. The Strategic Financial Alliance provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, and consulting. The firm operates multiple portfolio programs and supports third-party manager platforms, implementing client strategies through both in-house management and co-advisory arrangements.